Genuineness and leading with a depth of financial knowledge are two factors that clients really seem to appreciate. The combination of Ryan Meyer’s CFP certification, experience, ability, and passion to engage on a personal level distinguishes his work with his clients.
Ryan Meyer is a Certified Financial Planner CFP ® at Independence Financial Partners. He works directly with clients, getting to know them on a personal level in order to provide sound financial advice. In addition, he creates comprehensive financial plans so his clients can achieve financial independence. Having been in the financial services industry for 16 years, Ryan has the experience and expertise to help his clients achieve/meet their short- and long-term goals as well as have their dream retirement.
Education has always been especially important to Ryan. Not only did he double major in Economics and Finance at Villanova University, but he has also obtained his Certified Financial Planner CFP ® designation, Series 7, 66, life, health, and insurance licenses. As a Certified Financial Planner, Ryan has a fiduciary responsibility to his clients. This means he has an obligation to put the interests of his client first when giving advice, as well as in all aspects of the client-advisor relationship.
Originally from Warwick, RI, Ryan looks back fondly on his memories as a child. He and his three siblings were highly active and involved in the neighborhood. Presently, he lives in Wakefield, RI, a small community near the beach with his wife, Amy, and their two young children, Mae and Miles. Family is Ryan’s ‘why’ in everything he does. When not with clients or family, Ryan serves on the Board of Directors of The Narragansett Lions Club and is actively involved with the South County Museum.